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![Nasdaq Slides 2% to Post Worst Week Since June, Pressured by AI Sell-Off & Oil]()
16 Oct, 2026Nasdaq Slides 2% to Post Worst Week Since June, Pressured by AI Sell-Off & Oil
Investors have also grown concerned that tech companies are borrowing too much for the AI buildout. "The question is: Is this a systemic issue?" said Michael Rosen, Angeles' CIO. "Obviously, increased debt issuance is something to watch."
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![Dollar Hits 18-Month High, Then Cools as Investors Await Patient Fed]()
13 Oct, 2026Dollar Hits 18-Month High, Then Cools as Investors Await Patient Fed
"We see a rising dollar being supported by higher interest rates. Inflation won't fall unless the Fed engineers a recession by hiking rates significantly, or our policies on trade and immigration are corrected," said Michael Rosen.
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![3rd Quarter 2026 - Kipper und Wipper]()
13 Oct, 20263rd Quarter 2026 - Kipper und Wipper
As debt piles up, governments will look to evermore creative schemes to service that debt, and all will ultimately fail. Meet the genius whose scheme rescued an emperor and enriched himself. But there was no happy ending. Bond investors, beware.
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![September 2026 Global Market Index Performance]()
1 Oct, 2026September 2026 Global Market Index Performance
Global equity and bond markets delivered negative results in September. The S&P 500 returned -0.3%, the MSCI ACWI IMI decreased -1.4%, and developed non U.S. equities (MSCI EAFE) fell -3.1%. In the U.S., growth stocks outperformed value...
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![Money Quote: Warsh's Mission Today]()
16 Sep, 2026Money Quote: Warsh's Mission Today
"Kevin Warsh needs to firmly establish Fed independence and credibility. He didn't do that in his first speech. He did it at Jackson Hole. He has an opportunity to do it again today," said Michael Rosen, CIO at Angeles.
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![Expected Rate Hike on Wednesday Could be Start of Something More Troubling]()
15 Sep, 2026Expected Rate Hike on Wednesday Could be Start of Something More Troubling
At this point, markets risk having a bad reaction if the Fed surprises investors by not lifting its policy rate, Michael Rosen, CIO at Angeles Investment Advisors, told MarketWatch in an interview. In his view, U.S. stocks can absorb a rate hike.
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!['We're in a Bull Market Until Proven Otherwise']()
14 Sep, 2026'We're in a Bull Market Until Proven Otherwise'
Live from the NYSE, Michael Rosen, CIO at Angeles, joined Schwab Network's Morning Movers to discuss AI safety risks, crude oil's price spike and political polarization, and why strong corporate profits and fundamentals continue to support markets.
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![Wall Street Says Stay With Stocks Despite Late '90s Dot-Com Vibe]()
13 Sep, 2026Wall Street Says Stay With Stocks Despite Late '90s Dot-Com Vibe
"Greater risk is missing last leg of a bull market... I'm not suggesting this is the end of a bull market, but if it were, then missing out and then having to get back in is really an impossible task," said Michael Rosen, CIO at Angeles.
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![August 2026 Global Market Index Performance]()
1 Sep, 2026August 2026 Global Market Index Performance
Global equity and bond markets delivered positive results in August. The S&P 500 returned 2.7%, the MSCI ACWI IMI increased 2.8%, and developed non-U.S. equities (MSCI EAFE) rose 2.0%. In the U.S., value stocks outperformed growth, while large...
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![Rate-Hike Expectations Rise on Warsh Speech at Jackson Hole]()
28 Aug, 2026Rate-Hike Expectations Rise on Warsh Speech at Jackson Hole
"The short-end of the curve has sold off while the long-end has rallied in response to a Fed chair that sees inflation as the primary problem. Both Warsh and the market have gotten their assessments correct," said Michael Rosen, CIO At Angeles.
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![Money Quote: Will the Jobs Number Test the Fed?]()
7 Aug, 2026Money Quote: Will the Jobs Number Test the Fed?
"We've had a Kevin Warsh press conference that did not go well." If we get a surprise on the jobs number, "the market will probably try to push and test the boundaries of the Fed's tolerance for volatility," said Michael Rosen, CIO at Angeles.
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![A Labor-Market Combo 'We've Never Seen Before']()
7 Aug, 2026A Labor-Market Combo 'We've Never Seen Before'
"Historically, job growth of that low amount would indicate that we're on the precipice of a recession. But we're not. This is a combination we've never seen before," said Michael Rosen, CIO at Angeles.
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![July 2026 Global Market Index Performance]()
3 Aug, 2026July 2026 Global Market Index Performance
Global equity and bond markets delivered mixed results in July. The S&P 500 returned -0.1%, the MSCI ACWI IMI decreased -0.3%, and developed non-U.S. equities (MSCI EAFE) rose 2.0%. In the U.S., value stocks outperformed growth, while large...
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![Fed Holds Rates Steady as Three Policymakers Dissent for a Hike]()
29 Jul, 2026Fed Holds Rates Steady as Three Policymakers Dissent for a Hike
"The market is clearly expecting a rate hike in September. If the Fed will likely hike in September, why not hike now for maximum impact? Are conditions likely to change materially in two months?" said Michael Rosen, CIO at Angeles.
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![Beach Reading]()
22 Jul, 2026Beach Reading
We're at the height of beach weather, so try to get there as often as you can, and bring a book with you! I have a new list of recommendations:FictionLost Lambs, Madeleine CashA zany novel of ...
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![2nd Quarter 2026 - Perosmysleniye]()
7 Jul, 20262nd Quarter 2026 - Perosmysleniye
The world order is changing, and AI is reshaping markets. In our latest letter, Perosmysleniye, we look to a 19th-century Russian chemist for a new framework to understand, and profit from, a changing world.
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![June 2026 Global Market Index Performance]()
1 Jul, 2026June 2026 Global Market Index Performance
Global equity and bond markets delivered mixed results in June. The S&P 500 returned -1.0%, the MSCI ACWI IMI decreased -0.6%, and developed non-U.S. equities (MSCI EAFE) rose 0.1%. In the U.S., value stocks outperformed growth, while small caps...
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![SpaceX's Retail-Powered Debut Helps Steady Shaky Markets]()
13 Jun, 2026SpaceX's Retail-Powered Debut Helps Steady Shaky Markets
"The strong performance is indicative of a more risk-taking mode" Said Michael Rosen, CIO at Angeles. Still, he added, "I think there's an aura around Elon that makes this rather specific."
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![Beach Reading]()
10 Jun, 2026Beach Reading
Summer is upon us, and while not light reading, I have some new recommendations for your beach reading. Enjoy!FictionThe Sense of an Ending, Julian BarnesTony is a middle-aged man who has succeeded in ...
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![VIEW CPI Rises at Fastest Rate in Three Years but Meets Market Expectations]()
10 Jun, 2026VIEW CPI Rises at Fastest Rate in Three Years but Meets Market Expectations
Michael Rosen: "No surprises in the CPI report. Headline inflation is 4.2% over the last 12 months, a 3-year high. The Fed risks losing credibility if it continues to stick to its 2% inflation goal while taking no action in monetary policy."
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![May 2026 Global Market Index Performance]()
1 Jun, 2026May 2026 Global Market Index Performance
Global equity and bond markets delivered positive results in May. The S&P 500 returned 5.3%, the MSCI ACWI IMI increased 5.0%, and developed non-U.S. equities (MSCI EAFE) rose 3.1%. In the U.S., growth stocks outperformed value..
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![Stocks are Losing Their Edge Over Bonds, in an Ominous Sign for the Market]()
6 May, 2026Stocks are Losing Their Edge Over Bonds, in an Ominous Sign for the Market
"It's profits that drive equity markets," said Michael Rosen, and "profits have been strong. We have heard that the U.S. stock market has been overvalued for the last 10 years, and yet we're at an all-time high."
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![May 2026 Global Market Index Performance]()
1 May, 2026May 2026 Global Market Index Performance
Global equity and bond markets delivered positive results in April. The S&P 500 returned 10.5%, the MSCI ACWI IMI increased 10.1%, and developed non-U.S. equities (MSCI EAFE) rose 7.5%.
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![Navigating the Markets: Insights on the U.S. Economy & Investment Opportunities]()
29 Apr, 2026Navigating the Markets: Insights on the U.S. Economy & Investment Opportunities
Angeles CIO Michael Rosen joins Remy Blaire to discuss the current state of the U.S. economy. Michael emphasizes that while the stock market is thriving, it's essential to recognize the market does not always reflect the broader economy.
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